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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-23 |
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
815 University Avnenue, Sacramento, CA 95825 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Dunedin, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Petoskey Middle School | Petoskey | MI | 07/2016 | 03/2019 |
| Wy' East Mountain Academy | Sandy | OR | 03/2019 | 06/2019 |
| St. Mary's Preparatory | Orchard Lake | MI | 07/2019 | 06/2020 |
| Cranbrook Kingswood School | Bloomfield Hills | MI | 07/2020 | 06/2023 |
| University Of Miami | Coral Gables | FL | 07/2023 | 05/2025 |
| Unemployed | West Bloomfield | MI | 06/2025 | 09/2025 |
| Lpl Financial Llc | Sacramento | CA | 09/2025 | Present |
| Mariner Independent Advisor Network | Overland Park | KS | 11/2025 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1) 01/21/2026 - Lighthouse Strategic Advisors LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/28/2025 - 160 hours per month/ 8 hours during trading 2) 06/11/2026 - Cavalier Associates - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/03/2026 - 20 hours per month/ 6 hours during trading 3) 06/26/2026 - Campbell Krug Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related -At Reported Business Location(s) - Start Date 06/24/2026 - 5 hours per month/ during trading 4) 07/06/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related -At Reported Business Location(s) - 160 hours per month/ 8 hours during trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-02 |
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